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There seems to be a real disconnect here between the information being released and the share price and share holder.

They have done a number of deals and transactions with known sports stars, events and trading platforms, yet the share price has tanked.

You would think all of this could be monetised and maybe it is but little do we know about this and certainly not reflected in the share price.

It seems like they are making all the right moves for no benefit to the shareholder. I know the market decides and it liked the Bitso deal but then nothing to back up what it actually means, just a sector projection, not MOS specific. They need to think about their strategy.

Having said this some shares are just like this, good news after good news and the price goes nowhere.

Of course the trick with AIM is to get in as low as you can, but the trouble is just when you think it can't go any lower it does. As MOS don't have the stats to back up their valuation who can predict the bottom.

What we do know that on one piece of good news this can fly and if we're close to the bottom then you could do very well here.

There is some nonsense on this board, I'd rather follow the information from the company as no one really knows on these boards much more than anyone else

I still like MOS and continue to add when I think the time is right but they do need to join things up so the market can understand exactly what each transactions means.

Over the many years I've been here, since the start, if I've ever been in doubt, I go back to this article.

www.ox.ac.uk/news/2016-06-28-huge-helium-discovery-life-saving-find

We talk about 20 or 30p pre or during drilling, if the helium is commercially viable then on results day this is easily going to double whatever the price is at that time.

If it reflects anywhere near the figures in the article, then it will likely be undervalued!

https://coingape.com/blog/impact-of-nfts-in-sports-industry-and-how-are-nfts-being-used-in-sports/

Good post Brighty.

Of course anyone who had AIM experience knows a lot can happen over a short space of time or as you say a longer period. I've found that if you still believe in the fundamentals of the company why would you ever sell at a loss, unless you're desperate for the funds.

Tomorrow could see a stonking RNS for example and you could see several days of 20-30%. It could set the tone for 2023 and release of revenue figures which sounded incredibly interesting from the podcast.

I do believe cash in the bank for MOS and their platform alone is worth the MCAP alone.
Currently it's simply sentiment driving this down and will do the same to drive this back up before we understand what all the recent contracts and NFT drops really mean for MOS and us as shareholders.

If the model and revenue is proven then hello happy days, even for those sitting on a big paper loss at the moment. It will move fast in this scenario.

These Mexican teams and sports stars are not signing up to MOS for nothing!

That's exactly what the mms are doing working it down triggering stop losses. They know this will bounce and I think pretty hard and will rise fast. It's just judging the bottom at the moment before this bounces back.

I find it hard to believe these national and international sports stars and teams would partner with MOS if it was not to benefit them or they didn't believe the company could deliver.
They see it as a way to engage with fans and the high end NFTs are comparable to sports memorabilia.
Some people are comparing it to panini stickers but it's more like stamp collecting. Some will never understand the appeal or how a tiny bit of paper is worth £1,000s, but all the same, people collect and pay large sums to have them in their collection. NFTs also have additional attractive montised elements as others have posted.
Still high risk but I like the diversification and plenty of upside if they keep up with these contracts.

Next few months will be crucial here. We'll need to see value from NFT deals so far to warrant previous raise and big deals to warrant this recent ,currently dubious, raise.
The World Cup may yield some short term high value but it's not sustainable after its over. They will need more and hopefully this raise will do that.

It's tricky as I'm impressed with the NFT deals with major players but the other posters make good points about how the rest of the company is run for it's shareholders. The company talk about other £50m+ companies doing similar things but without the offering MOS have. Do they think that can get to this value?! Maybe, would put the share price close to 1.30. Continued dilution won't do this. Be nice to hear some expectations from MOS on this for it's shareholders.

I think if the 24 weeks comes and we're not at least double current valuation then pressure from shareholders has to come. We're lucky to have City on this board as a substantial shareholder as it could pave the way for change if needed, although that would be entirely up to him if he thought appropriate.

For now I certainly believe ME is doing his best to make things happen and remain cautiously optimistic. If MOS are to be believed then we'll be sitting pretty in about 4 months from this level, if not then we know for sure.

Nice.

It seems to me HE1 particularly DM are damned if they do and damned if they don't.
When they were hyper and excited people were loving it and then very critical about them being positive after no success.

Now things are toned down and they are making more careful and cautious decisions this is not popular.

Anyone who is investing in an AIM exploration company cannot complain things have not gone to plan, they rarely do!

It seems they are making measured decisions based on finances and availability and most likely chance of success.

It may not be good for the short term shareholder, but we hope it will be for the longer term holder and giving opportunity to top up.

That's the English site. 6.4 million followers on Mexican site where it's also posted.

Still massively under the radar and undervalued. This contract will no doubt open many more doors, although on this one alone I would expect to see a re-rate shortly.

Last year they appointed the drill contractor towards the end of March with mobilisation around end of April. Drilling started in June.

Things can move fairly quickly once the drill is secured. We're still well within a timeline for this to happen and I remain positive this will from current information released by the company.

Hey Pompal

I definitely get where you're coming from on this given recent comments including the car analogy.

I can only put this down to some level of frustration from the company that they had released lots of fantastic news and partnerships only for the sp to remain stagnant.

They would have thought the sp should have been a lot higher when it came to this particular deal, but wasn't, but could not pass up on the deal.

The company have done everything right but they had no control over the stagnant sp.

They may be more choosey on their language in future but then shareholders will complain if they're not upbeat and positive!!

Good to see some more positive posts now. If the JV had come without placing everyone would have been applauding it. It is still good news. You could say we're all in at the beginning and with that comes a certain amount of risk and volatility. With that also comes the chance of a sp many multiple of where we are now.

If you believe in what MOS are doing, forming and firming up partnerships then yesterdays placing should be of little concern in the bigger picture. It is securing a more robust business model and future. At some point the market has to wake up.

If you have an opportunity to grow the company then you take it. They clearly need to funds to do this. The placing price is not great but it appears to be oversubscribed which shows the interest. Temporary pain which may well turn into short term gain. Lots of news to come.

It is a curious thing, what more do they need to do to get this moving. It will though, either on its own accord or on news which is not far a way.

Confirmation of Jio services launch
Further increase in revenues
Further continue expansion as mentioned today

This all coming at any time.

Hold tight!

It might be overvalued based on current results, but it's AIM, it generally doesn't work on actual value.
This company is potentially sitting on one of the biggest helium resources in the world. I don't need to state how important helium is and will be and the short supply.
At the moment the company are giving new indications that there are signs of mass helium across all projects.
News is coming in Q1 about seismics, a MOU, which could involve a big player and who knows what else. This could come at any time, either one of these could send this way over 20p, why would people not be hedging their bets, it's AIM.
When news doesn't come each day, drops will happen, but any sniff of news, we continue to rise waiting for the next piece of the puzzle.
If anything it's very exciting things have started to move so early in 2022, which is a sign DM does not want to hand around.

My take on the rise is all due to the latest RNS.
Anyone fresh to HE1 reading that RNS and doing some research will think this is ridiculously cheap. Plenty of news in Q1, then drilling campaign.
They won't be too interested in last year, it's an exploration company, these things happen.
People are stake building for the inevitable take off.

Xviolet, I'm pretty sure they have said they can get a plant up and running within a year of a discovery. It's a small plant. Will need about $50m, but by then the SP would be many multiples of where we are now, so placing no problem or some other raising, maybe where the JV could come in.

We're entering a news rich period probably for the next 6 to 9 months, there will be ups and downs, however, I really don't know what's not to like.

Massively undervalued and plenty of much sort after helium waiting to be discovered.